Jackson R. Smith
Professional summary
Jackson Ryan Smith is a registered financial advisor currently at LOOP CAPITAL ASSET MANAGEMENT located in Houston, Texas.
Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jackson has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jackson Ryan Smith's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 24, 2023 - Present
LOOP CAPITAL ASSET MANAGEMENT
Office #1: 440 Lousiana Street Ste 900, Houston, TX 77002September 28, 2015 - August 31, 2018
KEYBANC CAPITAL MARKETS INC.
Primary Firm SEC Registration
LOOP CAPITAL ASSET MANAGEMENT
CRD#: 149280 / SEC#: 801-69873
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/24/2023)
Exams
Current Firm
LOOP CAPITAL ASSET MANAGEMENT
CRD#: 149280 / SEC#: 801-69873
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 84 |
| AUM (Assets Under Management) | $ 9,850,211,508 |
Red Flags
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Company Information
LOOP CAPITAL ASSET MANAGEMENT
CRD#: 149280Houston, TX 77002TRUST BUT VERIFY
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